Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PREFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND) | 9.82% | 25.10% | 22.92% | 15.16% | 14.99% | 15.60% | 11.72% | 9.91% |
Data as of 07/25/2025, AR inception is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND) | 01/19/2001 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 25.10 | 22.92 | 15.16 | 14.99 | 15.60 | 11.72 | 9.91 | 9.82 | 32.37 | 36.98 | -30.52 | 22.19 | 35.32 | 36.04 | -0.47 | 29.13 | 2.43 | 6.32 | 9.63 | 35.47 | 15.28 | -0.92 | 21.38 | 41.73 | -43.45 | 13.38 | 8.50 | 4.63 | 14.04 | 37.05 | -23.48 | -12.75 |
| Sharpe Ratio | NA | 0.91 | 0.94 | 0.61 | 0.63 | NA | NA | 0.39 | 0.55 | 1.66 | 2.16 | -1.04 | 1.23 | 0.98 | 2.41 | -0.10 | 3.56 | 0.15 | 0.39 | 0.67 | 2.89 | 1.06 | -0.04 | 1.16 | 1.53 | -1.04 | 0.63 | 0.39 | 0.21 | 0.93 | 1.87 | -0.84 | -0.50 |
| Standard Deviation(%) | NA | 24.23 | 20.86 | 22.11 | 21.38 | NA | NA | 21.92 | 27.80 | 17.33 | 15.57 | 30.85 | 18.01 | 35.67 | 14.35 | 19.37 | 8.02 | 15.25 | 16.08 | 14.44 | 12.28 | 14.46 | 25.32 | 18.39 | 27.25 | 42.62 | 16.42 | 13.07 | 11.55 | 14.00 | 19.38 | 29.46 | 32.24 |
| Draw Down(%) | NA | 22.83 | 22.83 | 35.95 | 35.95 | NA | NA | 56.70 | 22.83 | 11.93 | 9.94 | 33.87 | 10.83 | 33.97 | 7.28 | 20.98 | 3.27 | 15.92 | 12.13 | 9.47 | 6.05 | 11.24 | 20.75 | 15.00 | 20.51 | 54.68 | 9.31 | 12.40 | 8.80 | 12.88 | 13.82 | 36.28 | 37.41 |
| Yield(%) | 0.00 | 0.96 | 1.00 | 1.68 | 2.30 | 3.97 | 3.11 | 2.72 | 0.00 | 1.13 | 0.83 | 0.61 | 2.53 | 2.60 | 0.74 | 1.32 | 3.83 | 0.23 | 0.59 | 4.53 | 2.92 | 0.37 | 0.18 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND) |
-15.96%
Feb 2006 - Feb 2009 |
-6.63%
Feb 2004 - Feb 2009 |
4.02%
Dec 2001 - Dec 2011 |
5.99%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND) |
31.03%
Dec 2018 - Dec 2021 |
25.29%
Feb 2009 - Feb 2014 |
18.59%
Sep 2011 - Sep 2021 |
17.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart